Jack Cotton Lee

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Finance

Consumer Services

Profilo

Mr. Jack C.
Lee is Vice President-Investments & Financial Advisor at Allen & Co. of Florida, Inc. Mr. Lee joined Allen & Co. in 2009.
He has been a financial advisor in Lakeland since 1982 and is focused on helping his clients establish workable financial strategies that encourage wealth building, retirement planning, and estate transfer.
He is a Chartered Retirement Planning Counselor and is also licensed in life and variable annuities.
His involvement in the Lakeland community includes membership in the Downtown Lakeland Kiwanis Club, Lakeland Chamber of Commerce and the Lakeland Economic Development Council.
Mr. Lee is a graduate of the University of Maryland.

Precedenti posizioni note di Jack Cotton Lee

Società	Posizione	Fine
Allen & Company of Florida LLC Allen & Company of Florida LLC Investment ManagersFinance Allen & Co. of Florida LLC (Allen & Co.) is an investment advisory firm headquartered in Lakeland, Florida. The firm was founded by George O. Craig and J. Everett Allen in 1932 as Craig-Allen Co. They are an indirect wholly-owned subsidiary of LPL Financial Holdings, Inc. (NASDAQ: LPLA). Allen & Co. manages the assets of individual and institutional clients.	Corporate Officer/Principal	01/03/2016

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Formazione di Jack Cotton Lee

University of Maryland

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Jack Cotton Lee

Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

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Società collegate

Aziende private	1
Allen & Company of Florida LLC Allen & Company of Florida LLC Investment ManagersFinance Allen & Co. of Florida LLC (Allen & Co.) is an investment advisory firm headquartered in Lakeland, Florida. The firm was founded by George O. Craig and J. Everett Allen in 1932 as Craig-Allen Co. They are an indirect wholly-owned subsidiary of LPL Financial Holdings, Inc. (NASDAQ: LPLA). Allen & Co. manages the assets of individual and institutional clients.	Finance